NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q2 2026
Top Holdings4,085 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 35M | $26.2B | 14.0% | $376.57 | +105.28% | 31 qtrssince 2018-Q4 | Increased 63 |
VANGUARD BD INDEX FDS | 141.3M | $10.4B | 5.5% | $67.17 | +7.65% | 31 qtrssince 2018-Q4 | Increased 65 |
ISHARES TR | 132.8M | $10.2B | 5.5% | $57.82 | +31.04% | 31 qtrssince 2018-Q4 | Increased 64 |
SCHWAB STRATEGIC TR | 309.4M | $8.6B | 4.6% | $17.13 | +65.18% | 31 qtrssince 2018-Q4 | Increased 60 |
ISHARES TR | 44.6M | $6.6B | 3.5% | $88.95 | +63.67% | 31 qtrssince 2018-Q4 | Increased 60 |
INVESCO EXCHANGE TRADED FD T | 28.2M | $6B | 3.2% | $164.01 | +34.56% | 31 qtrssince 2018-Q4 | Increased 61 |
VANGUARD TAX-MANAGED FDS | 66.8M | $4.8B | 2.5% | $43.20 | +69.12% | 31 qtrssince 2018-Q4 | Increased 57 |
STATE STR SPDR S&P 500 ETF T | 6.2M | $4.7B | 2.5% | $345.17 | +122.89% | 31 qtrssince 2018-Q4 | Increased 56 |
VANGUARD INTL EQUITY INDEX F | 77.6M | $4.6B | 2.5% | $39.15 | +55.26% | 31 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY MERRIMACK STR TR | 101.7M | $4.6B | 2.5% | $42.40 | +5.59% | 17 qtrssince 2022-Q2 | Increased 58 |
ISHARES TR | 37.3M | $3.6B | 1.9% | $58.89 | +70.64% | 31 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 39M | $3.4B | 1.8% | $84.23 | -1.60% | 31 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN CENTY ETF TR | 32.4M | $3B | 1.6% | $89.11 | +5.55% | 15 qtrssince 2022-Q4 | Increased 81 |
ISHARES TR | 59M | $2.9B | 1.6% | $43.07 | +19.97% | 30 qtrssince 2019-Q1 | Increased 52 |
INVESCO QQQ TR | 3.2M | $2.3B | 1.2% | $228.02 | +214.19% | 31 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 3.2M | $2.2B | 1.2% | $468.67 | +50.90% | 31 qtrssince 2018-Q4 | Increased 56 |
VANGUARD INDEX FDS | 24.4M | $2B | 1.0% | $72.36 | +14.02% | 31 qtrssince 2018-Q4 | Increased 81 |
VANGUARD MUN BD FDS | 38.2M | $1.9B | 1.0% | $45.77 | +7.92% | 31 qtrssince 2018-Q4 | Decreased 0 |
DIMENSIONAL ETF TRUST | 33.5M | $1.8B | 1.0% | $44.09 | +31.43% | 20 qtrssince 2021-Q3 | Increased 48 |
ISHARES INC | 20.1M | $1.7B | 0.9% | $46.42 | +76.26% | 31 qtrssince 2018-Q4 | Increased 47 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $187.2B across 4085 positions as of Q2 2026. Top holdings: IVV (14.0%), BND (5.5%), IJH (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 485 new positions, 513 exits, 1752 increased. Top move: AVLV (INCREASED, conviction 81). Portfolio: $187.2B across 4085 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR